Liabilities / Assets
69th percentile
Higher debt load relative to assets than 69% of similar nonprofits.
Supplemental Disability Benefit Trust
990EZ • Fiscal year 2019 • EIN 94-2628840
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.01x
Liabilities / Revenue
72nd percentile
Higher debt load relative to revenue than 72% of similar nonprofits.
Net Margin
20th percentile
Higher net margin than 20% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 3.6% of source-year revenue.
Asset Growth
26th percentile
Faster asset growth than 26% of similar nonprofits.
Revenue Growth
26th percentile
Faster revenue growth than 26% of similar nonprofits.
Balance Sheet
Assets
Down$91,765
Down $24,318 (-21%) from 2018
Net Assets
Down$90,995
Down $24,975 (-22%) from 2018
Liabilities
Up$770
Up $657 (+581%) from 2018
Revenue And Expenses
Revenue
Down$32,913
Down $11,127 (-25%) from 2018
Expenses
Down$57,888
Down $1,680 (-2.8%) from 2018
Net Income
Down-$24,975
Down $9,447 (-61%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Sep 1, 2018 to Aug 31, 2019
- Signed
- Feb 12, 2020
- Return Version
- 2018v3.1
- Gross Receipts
- $32,913
Mission and Program Overview
Mission
To provide supplemental disability benefits
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED SUPPLEMENTAL DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RON PAREDES | Trustee | - | $1,200 | - | $1,200 |
| KENNETH HILL | Trustee | - | $1,200 | - | $1,200 |
Filing and Contact Details
Filer
- Filer Name
- Supplemental Disability Benefit Trust
- EIN
- 94-2628840
- Phone
- 9254263553
- Address
- PO BOX 757, PLEASANTON, CA 94566
Signing Officer
- Name
- Ron Paredes
- Title
- Trustee
- Phone
- 9254263553
- Signed
- 2020-02-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Lindquist Llp
- Address
- 5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
- Preparer
- Debbie R Dimery
- Phone
- 9252779100
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: decrease in est liability for benefits. Amount: 100. Description: interest. Amount: 14. Total to form 990-ez, line 8: 114.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: insurance & miscellaneous expense. Amount: 3,014. Description: conference. Amount: 1,944. Total to form 990-ez, line 16: 4,958.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: contributons receivable. Beg. Of year amount: 2,700. End of year amount: 2,800. Description: prepaid expenses. Beg. Of year amount: 2,840. End of year amount: 2,681.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accounts payable. Beg. Of year amount: 13. End of year amount: 770. Description: reserve ins coverage earned. Beg. Of year amount: 100. End of year amount: 0.”
Raw XML Appendix112 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | MARIO GUERRERO |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9254263553 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1181 QUARRY LANE SUITE 400 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | PLEASANTON |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94566 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 110543 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 86284 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -24975 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 50253 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 116083 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 91765 |
| IRS990EZ/GrossReceiptsAmt | 0 | 32913 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 115970 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 90995 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 115970 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 90995 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 1200 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 1200 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RON PAREDES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | KENNETH HILL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 5540 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 5481 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 4958 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 114 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO PROVIDE SUPPLEMENTAL DISABILITY BENEFITS |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 277 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 32799 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED SUPPLEMENTAL DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 2400 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 113 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 770 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 57888 |
| IRS990EZ/TotalRevenueAmt | 0 | 32913 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DECREASE IN EST LIABILITY FOR BENEFITS. AMOUNT: 100. DESCRIPTION: INTEREST. AMOUNT: 14. TOTAL TO FORM 990-EZ, LINE 8: 114. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: INSURANCE & MISCELLANEOUS EXPENSE. AMOUNT: 3,014. DESCRIPTION: CONFERENCE. AMOUNT: 1,944. TOTAL TO FORM 990-EZ, LINE 16: 4,958. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: CONTRIBUTONS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,700. END OF YEAR AMOUNT: 2,800. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 2,840. END OF YEAR AMOUNT: 2,681. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 13. END OF YEAR AMOUNT: 770. DESCRIPTION: RESERVE INS COVERAGE EARNED. BEG. OF YEAR AMOUNT: 100. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2020-09-23 17:36:50Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RON PAREDES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9254263553 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-02-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SUPPLEMENTAL DISABILITY BENEFIT TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SUPP |
| ReturnHeader/Filer/EIN | 0 | 942628840 |
| ReturnHeader/Filer/PhoneNum | 0 | 9254263553 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 757 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | PLEASANTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94566 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | D85FB602DC4FA66F28A631CB81EF53DF59ECABFA |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | D85FB602DC4FA66F28A631CB81EF53DF59ECABFA |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 66.7.226.66 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2020-02-12 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PS |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 15:06:31 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 522385296 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LINDQUIST LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 5000 EXECUTIVE PARKWAY SUITE 400 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN RAMON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94583 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9252779100 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DEBBIE R DIMERY |
| ReturnHeader/ReturnTs | 0 | 2020-02-12T17:07:00-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-08-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $91,765
- Liabilities
- $770
- Net assets
- $90,995
- Revenue
- $32,913
- Expenses
- $57,888
- Net income
- -$24,975